Filmed on the floor of the 2018 Excel 401(k): The Advisors’ Conference. Maria Behrens of Advizr & Troy Tar stopped by the couch to have a conversation about how "Financial Wellness" is no longer a buzzword, but a critical element for financial advisors to add to their quiver.
J.D. critiques 3 industry logos that may need some updating, and invites Troy to get in trouble by picking a logo he thinks could use some work.
Jump to that:
Beer of the episode was the old Foster's oil can, and they had some Barefoot wine as the punishment drink for saying the word of the show. I can only imagine they did their shopping this day at the gas station next to the hotel.
The also make some might good mints.